My Recently Visited Services

Membership can be the backbone of an association. This course will teach you the types of membership that can be setup in Personify. Membership structures are created to maintain the various levels (national, chapter, society, etc.) of membership available for membership products. Participants will review the membership structure setup in Personify, in addition to reviewing the setup of existing membership products in AOA.

Join us for a multi-day workshop on the event and exhibitor modules within Personify360. This workshop will provide learners on how to use Personify as the primary AMS for meeting/event management. The workshop will facilitate any discovery and implementation of the meetings/events, facilities, subsystems within Personify. Learners should have a moderate understanding of how the accounting, order entry and customer subsystems within Personify along with established processes for each. This event will string together existing courses offered by the technical training & support team.

Doctors of optometry can now join the AOA and an affiliate directly through the website. This is completed through the online join web application. These potential members, also known as provisional members, are crucial to the organization. Participants will have the tools and knowledge to assist these members through the online join process. You will learn how proforma membership orders are generated, how to work with notifications sent to new members and affiliate staff.

9/29/2020 at 8:00 AM CT
Many times, members wish to pay their annual membership dues assessment on a schedule, whether it be monthly, semi-annually, or quarterly. Personify uses the concept of payment schedules for this functionality. This session will teach learners how to create, manage, and process payments on a payment schedule, whether using an automatic payment method such as a credit card or electronic funds transfer or for invoices.

We can help provide general technical support for any request that doesn't fit the services above. Start here to work with any of our application support specialists.

The AOA & affiliate websites all have a constituent profile section called “MyAOA” which allows constituents to update their profile information via the internet. Learn how to assist your constituency with accessing the web, updating the profile contact info, “Find a Doctor” information, manage staff using the Online Staff Management tool, join ancillary memberships, pay dues online, and contribute to foundations & PACs.

All aspects of our business revolve around members and nonmembers. This course will educate participants on how to read a membership order in Personify and distinguish between a member record vs a non-member record. This training will also cover the federated membership dues model.

9/22/2020 at 10:00 AM CT
This standalone course educates learners on all the core concepts of managing constituent data utilizing the CRM360 screen within Personify. We will tie objectives to specific areas of constituent management such as identifying the types of constituents, single sign-on authentication, updating and maintaining contact information, constituent demographics, education/license information, and relationship data for a constituent record.

Microsoft OneNote is a digital notebook that will allow you to stay organized, collaborate, and gather your thoughts to make them better. Through this one-hour course, you will learn how to sort your content across notebooks, sections, and pages, highlight can't-miss notes with 'Important' and 'To-do' tags, draw your thoughts and annotate your notes using a stylus or finger, mix your media such as audio notes, instant videos, and files, and share your notebooks with coworkers.

Product fulfillment takes learners from the start to finish process of how orders are shipped in Personify. This training also reviews how inventory is created and maintained within the system.

Digital content delivery is the setup of intellectual property products in Personify, that are once purchased downloaded by the user on the web. Participants review the process to setup a new product in Personify using the digital content delivery subsystem in addition to setting the digital content controls associated with the products. Trainees will also learn how to create, maintain orders in Personify and work with digital content delivery products on the web.

Personify requires setup prior to the use. Participants will review the Application setup which governs how Personify will function for all organizations and organization units. Learn all about how to manage, update languages used, postal codes, country codes, state codes, and more. We will also review the currently used system types and codes as well as phone and address structures within the database. Learners will walk away with the knowledge of how back office Personify functions.

Packages are products which blend various products together to create a bundle of items for the customer with or without a discount. Umbrella products are products that are offered in a variety of options such as various quantities, languages, formats. Participants will take inventory products and learn how to set them up in packages and umbrellas to enhance the buying experience for customers.

Participants will learn how to maximize their search options within Personify. Learn the tips and tricks used to customize your search settings, filter your search results, and clear their search settings as needed.

When a service has ended, product returned, or cancellation occurs on an order, a refund may be needed. The AOA has incorporated a two-step process to handle refunds within Personify. Learn how to generate a refund properly for checks, credit cards, and payment transfers.

It can be a challenge to know what courses are right for you. We want to make it easy! Look into this quick FAQ about how to select the proper training, or the training that is right for you, and/or your team!

Proficiency assessments are a great way to prove your mastery of the objectives for a training course! We encourage all users to take an assessment!

Are you having a challenge choosing the right training? Maybe you need a little consultation on how to select the training that suits your needs! Our technical training course catalog contains a wide variety of courses at multiple levels. We can also sit with you to help you make your selections. Request a consultation today!

Personify will process all transactions including receipts through batches. Learn how to create and manage these batches within Personify. Participants will list the types of batches used for the AOA, as well as process payments on orders. This training will also teach participants the financial policies and procedures the AOA has put in place when it comes to handling payments.

Payments are taken in Personify in various ways. Users will learn how to process payments in Personify for Membership orders.

Many of the reports, data analyzer queries, and notifications are modified by the AOA Application Development team. We can work with you on making sure you get the outputs you need to perform the day-to-day functions to operate your association.

For a full schedule of events for this Go Live Workshop, click the link above!